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You are here: Home / Archives for Lowell Herr

Millikan Portfolio Update: 10 January 2023

January 10, 2023 By Lowell Herr

Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data and is now #8.  There are

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolios, Sector BPI

Carson Portfolio Review: 9 January 2023

January 8, 2023 By Lowell Herr

With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson.  No changes are required at this time.  There is one change in the Sector BPI model that I’ll explain in a

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio

Bullish Percent Indicators: 6 January 2023

January 7, 2023 By Lowell Herr

Bullish Percent Indicators for this first week in January indicate no sectors are over-sold.  Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday.  If you are managing a Sector BPI portfolio and using end-of-week

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Preparing the Millikan For Transition: 26 December 2022

December 26, 2022 By Lowell Herr

Within the last few weeks I set up the Carson and Franklin to operate as Sector BPI portfolios.  Over the next few weeks the Millikan and Gauss will join the original two.  The Millikan and Gauss are laggards and not

Filed Under: Millikan Portfolio Tagged With: Millikan Portfolio

Merry Christmas

December 25, 2022 By Lowell Herr

  “Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will evoke the love of others; honesty brings trust from people; diligence foretells success;

Filed Under: Uncategorized Tagged With: Miscellaneous

What To Do If The Kipling Spreadsheet Becomes Inoperative?

December 21, 2022 By Lowell Herr

ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet.  Fortunately we have a backup system from Tiingo.  If you do not have a

Filed Under: Kipling Spreadsheet, Critical Material, ITA Portfolios Tagged With: Kipling spreadsheet

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S.

Filed Under: Carson Portfolio, Franklin Portfolio Tagged With: Carson Portfolio, Franklin Portfolio

ITA Portfolios: Breaking The Models Into Groups

December 5, 2022 By Lowell Herr

Sixteen portfolios are currently under management at ITA Wealth Management.  This does not include portfolios managed by Hedgehunter.  This blog post explains to readers how the different portfolios are handled or managed.  Each of the sixteen portfolios are reviewed at least every 33 calendar days.  Several, such as the

Filed Under: ITA Portfolios, Beginning Investors, Portfolio Management, Portfolio Performance Tagged With: ITA Portfolios

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